Inspirion Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Inspirion Wealth Advisors’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.45M	Buy	12,373 +2,285	+23%	+$250K	0.17%	57
2026 Q1	$880K	Buy	10,088 +1,968	+24%	+$181K	0.11%	78
2025 Q4	$765K	Buy	8,120 +4,096	+102%	+$389K	0.09%	85
2025 Q3	$295K	Sell	4,024 -1,224	-23%	-$107K	0.04%	121
2025 Q2	$435K	Buy	5,248 +496	+10%	+$36.1K	0.06%	103
2025 Q1	$322K	Buy	4,752 +920	+24%	+$69.3K	0.04%	118
2024 Q4	$301K	Sell	3,832 -192	-5%	-$14.7K	0.04%	121
2024 Q3	$295K	Hold	4,024	–	–	0.04%	122
2024 Q2	$290K	Hold	4,024	–	–	0.04%	123
2024 Q1	$264K	Buy	+4,024	New	+$255K	0.04%	123
2022 Q1	–	Sell	-3,704	Closed	-$212K	–	111
2021 Q4	$212K	Buy	+3,704	New	+$203K	0.04%	98

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Inspirion Wealth Advisors's VGT Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 23% in Q2 2026, buying an estimated $250K and bringing the position to 12,373 shares worth $1.45M. The position accounts for 0.17% of the portfolio, ranked #57.

Inspirion Wealth Advisors first reported a position in VGT in Q4 2021 and has held it in 11 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Inspirion Wealth Advisors held 12,373 shares of Vanguard Information Technology ETF worth $1.45M as of Q2 2026.
Inspirion Wealth Advisors bought 2,285 Vanguard Information Technology ETF shares in Q2 2026, an estimated $250K.
Vanguard Information Technology ETF made up 0.17% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Inspirion Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 11 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.